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Why Profitable Businesses Still Run Out of Cash (And What CFOs Watch Instead)
Many small and mid-sized businesses are profitable on paper but still feel cash-strained. Here’s why cash flow behaves differently from profit, and why it’s a CFO advisory conversation worth having.

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Video Tips: Prepping For Trump Accounts – What You Need to Know
Learn how Trump Accounts under the One Big Beautiful Bill Act create new tax-advantaged savings options for children under 18.

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Using a Ghost Preparer? Who Are You Going to Call When the IRS Comes Knocking?
As people begin to have their 2025 tax returns prepared, this is a reminder to avoid unethical “ghost” tax return preparers.

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What Americans Should Know About Olympic Medals, Prize Money, and Taxes
Are Olympic medals taxed? Learn how U.S. tax law treats Olympic prize money, medals, endorsements, and state taxes ahead of the 2026 Winter Games.

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Received a 1099-K? What You Should Be Concerned About
In recent years, the financial landscape has seen tremendous shifts, with rising participation in the gig economy and increased online sales activities. Accompanying these changes is the heightened need for transparent income reporting. 

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